Best Finance Software in New Zealand - Page 56

Homebot enhances repeat and referral business for real estate agents and loan officers by empowering their clients to accumulate wealth. By utilizing Homebot, you position yourself as a reliable advisor, guiding clients in making educated choices regarding their most significant asset, which is often their home. The platform provides tailored, actionable insights that carry your branding, enabling clients to effectively monitor and grow their wealth through homeownership. Additionally, Homebot's user-friendly approach ensures that clients stay engaged and informed about their property investments over time.

Snowflake makes it easy to manage sensitive data quickly and easily. This will allow you to get more value in less time than waiting months. ALTR allows you to automatically classify sensitive data by checking a box on import. You can add controls such as data masking using a drop-down menu. From a single screen, you can set alerts and limits for data access by user, amount and IP address. There are no extra costs or hassles on the prem, no proxies that can be broken with platform changes, and no managed services disguised under SaaS. ALTR was created in the cloud and integrates seamlessly with platforms such as Snowflake. ALTR's complete control over data allows you to visualize data usage, detect anomalies, alert on them, block threats, and tokenize important data. All your data is protected. ALTR is cloud-based so there's no upfront cost. You can start ALTR for free and then upgrade as necessary.

Prioritize your clients to enhance your business growth. Maintain a competitive edge with a versatile Swiss cloud platform designed for agility. InvestGlass, initially tailored for the banking sector, ensures adherence to TLS and OWASP security guidelines, guaranteeing a secure experience. Our open API allows developers to seamlessly integrate and utilize InvestGlass while enjoying a cloud-native architecture that supports a universal deployment model. This means we are not restricted to any particular cloud service provider. Adhering to agile methodologies, InvestGlass continuously rolls out new features as they become available, ensuring that our offerings evolve to meet your needs. Our dedicated team is committed to delivering exceptional, personalized support in multiple languages, including French, English, Spanish, and German. Additionally, we provide various self-directed learning resources, enabling you to acquire new skills from any location. With our user-friendly tools, creating online forms has never been more straightforward, empowering users to harness functionality directly from their web browsers. Whether you are a small business or a large enterprise, InvestGlass is designed to support your growth journey in a rapidly changing digital landscape.

Firms specializing in alternative investments leverage Eleven to enhance their marketing and investor relations, propel growth, foster better investor engagement, and streamline their operations effectively. The processes of capital raising, marketing, and managing investor relations can be made straightforward and efficient. With a secure and comprehensive online platform tailored to your needs, you can quickly and easily connect with your investors. This platform equips you with essential tools, behavioral insights, and data-driven workflows that significantly reduce sales cycles, improve lead conversions, enhance client relations, and optimize marketing strategies. Transitioning from a lead to a client can now happen in a fraction of the time it once took. By providing potential clients with seamless access to crucial information and updates, you can accelerate engagement and cut down on the lengthy due diligence period while ensuring compliance and security throughout the process. This innovative approach not only saves time but also strengthens the overall relationship between you and your investors.

Transform how you approach performance reporting by integrating continuous insights, real-time planning, and collaboration tools that are readily available. Ensure that decision-makers have immediate access to a single source of truth regarding critical business metrics. With SAP Digital Boardroom, data is not just presented, but it narrates a compelling story, enhancing board meetings into engaging and personalized experiences. Empower yourself to make informed decisions at crucial times by seamlessly accessing and interacting with your key data, all unified in one reliable source. By linking experiential and operational data, you can derive meaningful insights from your KPIs, visualize performance indicators, and harness intelligent analytics. Propel organizational change through enhanced collaboration and elevate productivity by sharing resources instantly. Approach meetings with enhanced confidence, benefiting from a distinct user experience that delivers real-time insights for optimal results. Additionally, foster collaborative decision-making with dynamic data visualizations and adaptable layouts that respond to evolving needs. This holistic approach not only streamlines workflows but also enriches the decision-making landscape significantly.

Whether you are assessing liquidity, streamlining collections, or merging balance sheets from various assets, Helix analyzes numerous financial data sources, QuickBooks documents, and personalized records to deliver immediate, current reports. Are you tired of spending weeks to set up data for complex financial reports, only to repeat the process each time you need them? With Helix, you can quickly generate centralized financial reports from a variety of investments, partnerships, and accounting systems. You can establish rules to address or correct discrepancies in names, accounts, or transactions, all while ensuring data integrity through rigorous cross-checking. You only need to configure your rules once, as Helix retains this information, allowing you to generate precise, updated reports with just a click. Seamlessly integrating with your existing accounting platforms, Helix requires no changes to your current system. You can effortlessly consolidate and analyze even the most challenging financial reports, giving you the insights you need at your fingertips. With Helix, you can enhance your financial decision-making process significantly.

Bank Rec™ simplifies the process of reconciling bank accounts, transforming it from a tedious task into a quick and even enjoyable experience. By allowing your team to avoid the labor-intensive 'ticking and tying', it enhances productivity while ensuring accuracy. Each matched record is assigned an 'audit trail number', facilitating easy research and reporting. Any unmatched records are automatically carried over to the next period until they find a match. You can generate a reconciliation report even if there are discrepancies, as we provide journal entry recommendations to correct imbalances. Our extensive bank reconciliation report library offers additional reporting options to suit your needs. This tool transforms what was once a solitary task into a documented and consistent procedure, providing backup for personnel and operational processes. It seamlessly integrates with any file format from your banking or accounting software, including Excel, CSV, and BAI. Users can apply our predefined matching rules or customize their own to suit their specific requirements. Exception reports will highlight mismatches, streamlining the research process and allowing teams to concentrate on high-priority discrepancies. Thus, Bank Rec™ not only enhances efficiency but also promotes a collaborative and transparent approach to financial reconciliation.

Streamline Your Workflow with Approveit Approveit is the ultimate business process automation platform, integrated with Slack and Microsoft Teams. Simplify tasks like invoice approvals, contract management, and purchase orders with automated workflows that boost efficiency by up to 80%. Set up in minutes using intuitive templates, and manage tasks directly within your favorite communication tools. Why Approveit? Efficiency: Reduce errors and speed up processes. Integration: Connect with over 100 apps, including Xero and QuickBooks. Transparency: Track tasks in real-time with dedicated boards. Savings: Cut spend approval cycles by 70%, saving up to $2M annually. Plus, for every 100 approval requests, we plant a tree. Try Approveit today to revolutionize your business processes!

Organizing your transactions into distinct portfolios or categories is crucial for efficient management. By systematically recording your transactions over time, you will find it simpler to produce any necessary documentation upon request. Furthermore, you should evaluate your business and trading activities by analyzing your gains and losses while benchmarking against the market. Utilizing a data manager allows you to oversee your transactions effectively, with all imported data easily accessible and modifiable within a transactions table. You have the flexibility to assign, unassign, delete, filter, or edit transactions based on your requirements. Maintaining detailed records of your transactions is vital for generating consolidated reports that streamline the assignment process in the general ledger. This simplification can significantly ease your accountant's workload when it comes to preparing your taxes. Importing your data is straightforward; simply download CSV files from your preferred cryptocurrency exchange and upload them to EveryTrade. Additionally, this organized approach not only enhances your financial oversight but also supports better decision-making in your trading strategies.

Automate your trading activities, develop personalized services, or link your investments with pre-existing platforms. Begin trading over 8,000 international stocks and ETFs in our complimentary paper trading environment right now. Transition your use case to a live setting with a dedicated securities trading account offered through our licensed partner. Access an API tailored for stock trading and market data that empowers you to construct any brokerage scenario you envision. Utilize documentation that provides a solid foundation to kickstart your project. Stream both historical and current market data for seamless integration into your brokerage model. It's as easy as pie. Execute your trades using our REST-API, which is designed to be simple, efficient, and reliable. Create a unique brokerage experience with the lemon.markets API, which features a cutting-edge REST-API that allows you to tailor your brokerage project to meet your specific requirements. You can develop an automated trading bot that executes orders in the stock market, keeping an eye on price movements while establishing your own criteria for buying or selling. Ultimately, this flexibility allows you to engage with the market on your terms.

ezCheckPersonal is compatible with both Windows and Mac operating systems, offering an effective solution for designing and printing personal checks. This software not only helps you save money by allowing you to create your own checks, but it also supports both 3 and 4 checks per sheet formats on standard letter-sized paper (8-1/2" x 11"). The standard pocket-sized check measures 6" x 2-3/4", enabling you to print regular checks on blank stock for bill payments or fill out pre-printed checks manually. Users can also print blank checks for later use, whether with pen or additional software. ezCheckPersonal allows for printing on both blank check stock and pre-printed personal bank checks, all without any annual fees or hidden costs. It is designed to work seamlessly with Windows 7, 8, 8.1, and 10 (both 32-bit and 64-bit systems), as well as Macintosh OS. You can easily customize your checks with logos, signatures, fonts, and labels to suit your needs. Furthermore, the software features a user-friendly interface that eliminates the frustration of a steep learning curve, and sample checks can be printed immediately after installation, ensuring a quick start to your check printing tasks. With ezCheckPersonal, managing your personal finances has never been easier or more efficient.

Just Checking for Windows is a user-friendly checkbook management software designed to help users monitor their transactions, reconcile their accounts, and print checks effortlessly. Its layout closely mimics that of a traditional checkbook register, allowing for easy navigation. Each transaction entry includes essential details like the date, payment method, check number, payee, memo, transaction amount, actual balance, bank balance, and the date of bank clearance. The intuitive transaction dialog facilitates seamless data entry for users. Additionally, it allows for the generation of various reports, including a comprehensive checkbook register report, and offers sorting capabilities by multiple columns within the register. Users can also establish recurring transactions for regular expenses, run detailed expense reports such as the memo expense report, and print checks as needed. If adjustments are necessary for check printing, the edit option lets users modify templates to suit their preferences. Importantly, all data is securely stored locally on your device rather than online, ensuring privacy and control. Furthermore, the software efficiently manages multiple checking accounts while accurately calculating actual and bank balances for each entry, providing a complete overview of your financial activities.

Print Checks is a user-friendly application designed for the printing of checks, featuring a wizard-style interface that guides you through the process using "previous" and "next" buttons. To begin, decide whether you wish to print checks that contain data or opt for blank checks, and once you've made your selection, proceed by clicking the green arrow to the right. If you choose to input data, you'll need to enter the necessary check information, using the green plus sign to create a new data record, and you can easily edit any entry by double-clicking it. When you add or modify a check data record, a dialog box appears, allowing you to enter further details on the additional check information tab, which will subsequently appear on the final printed check—remember to click Ok to save your changes. Afterward, select your preferred check template simply by clicking on it once, and if any adjustments are needed, you can make those before moving forward by clicking the green arrow again. The next step involves entering any extra check information on the subsequent page; once you’ve completed this, continue by clicking the right green arrow. Ultimately, you'll be able to review a print preview of your checks, and from that view, you can proceed to print them as needed, ensuring a smooth and efficient check-printing process.

Print checks from various bank accounts using a single type of blank check stock with PrintBoss. This software enables users to print checks from multiple QuickBooks companies or bank accounts directly onto blank check stock, which is more secure and cost-effective than using preprinted checks that contain bank details. With PrintBoss for QuickBooks, you can manage all your bank accounts in one centralized location, facilitating easy printing from any account directly onto the blank stock. By enhancing the efficiency of numerous standard accounting processes, PrintBoss can help you save time, reduce accounting expenses, and bolster security for all your check transactions. Moreover, it simplifies the distribution of accounting documents while integrating flawlessly with your QuickBooks setup. Additionally, PrintBoss includes files that ensure an immediate and comprehensive integration with Dynamics, allowing you to select the PrintBoss printer from your Windows printer options. This capability not only boosts productivity but also streamlines your overall accounting workflow.

Ezi Accounting offers comprehensive accounting software with inventory management features, all without any hidden fees, making it perfect for consultancies, service providers, manufacturers, and small to medium enterprises. It seamlessly integrates with online stores such as OpenCart, enhancing its utility. You can download Ezi Accounting version 2.7.10 and enjoy a full-function 7-day trial, which can be easily extended for an additional 30 days, allowing you to experience the software's impressive capabilities and user-friendly design. To install the software, be sure to use the "Run As Administrator" option from the downloaded file. You have the flexibility to purchase a permanent license or opt for rental options lasting 3, 6, or 12 months. Ezi Accounting is significantly more affordable compared to other fully functional accounting solutions on the market. Why spend more on an accounting system when Ezi Accounting not only meets but often surpasses most users' needs, including robust inventory control? Furthermore, all downloads are verified and scanned for viruses to guarantee their integrity and quality. With Ezi Accounting, you can manage your finances efficiently and cost-effectively.

OroTimesheet is a web-based timesheet solution designed to monitor time allocated to various projects. Beyond simply tracking hours worked, this software also offers features for monitoring costs and billing as necessary. Users can set distinct rates for each project, client, employee, or activity type, and they can even establish complex calculation rules with various criteria. With just a few clicks, you can generate invoices tailored to specific projects or clients using the integrated billing module of OroTimesheet. Additionally, budgets can be assigned to projects or sub-projects, allowing you to observe real-time discrepancies based on timesheet entries. OroTimesheet is versatile, accommodating both hourly-rate and fixed-rate projects without the need for app installation, as it operates through any web browser. A handy timer feature is also available, enabling employees to log the time dedicated to projects, which is then automatically captured in their timesheets. This seamless integration enhances efficiency and accuracy in time management and billing processes.

Kabaun is a cutting-edge API-first Carbon Management Platform, built on open-source principles, that empowers companies to efficiently manage their carbon data. Easily measure, analyze, and take action on your greenhouse gas emissions in a simple and intuitive way.

Open Project serves as a valuable platform for entrepreneurs and freelancers, enabling them to offer their services through a subscription model while receiving monthly payments. It simplifies the process by allowing users to create one-page websites without the need for recruitment, paperwork, or managing a team. Instead of dealing with complex administrative tasks, users can focus solely on the support they require, whether that's in product management, job searching, photography, or developing partnerships. This streamlined approach empowers individuals to concentrate on their core competencies and grow their businesses effectively.

We have struggled as tax accountants with the lack of software tools that allow us to do our jobs efficiently. It seemed that we had to choose between a complete CRM system to manage every aspect of our tax practice or a spreadsheet. The former is too much, while the latter is not enough. Multiple entities can be created for each client, with multiple returns per entity. All client information from one year to the next can be kept in one place. You can quickly find all client returns statuses in one place. Import your client's data from any software that can export to a.csv and then add the associated entities. You can create custom checklist templates to help you organize the various types of returns that your firm will file. Start tracking and adding tax returns for clients and their entities.

AlphaResearch offers a unique AI-driven search engine designed specifically for textual information. Our platform meticulously reviews millions of international filings, transcripts, press releases, and reports to pinpoint the precise insights you need. Company Fundamentals & Estimates: Gain access to top-tier global fundamental data, comprehensive market data, news updates, and analyst projections essential for financial modeling and stock analysis. Advanced Data Analytics: Utilizing machine learning and natural language processing, we derive valuable insights from both textual content and conventional fundamental data, helping you save countless hours on research while providing clarity on executive perspectives and market outlooks regarding a company's future. This allows for a deeper understanding of market trends and enhances decision-making processes.

A groundbreaking change in the management of digital advertising expenditures for Shopify is on the horizon. Join us in being one of the first to engage with our cutting-edge solution as Optily seamlessly merges your Facebook and Google Ads, Analytics, and soon, your Shopify sales information to enhance ad performance. By signing up for our early access program today, you can secure a complimentary ad strategy consultation along with many additional benefits. We are excited to announce the imminent launch of the Shopify Connect app, which comes with fantastic incentives for Shopify merchants who take action now. This is the sole ad spend solution that integrates Shopify with major data platforms. Optily was specifically designed for Shopify store owners, enabling the management of your Meta for Business advertising budgets across various channels, including Facebook, Instagram, Messenger, and Audience Network. Furthermore, Optily leverages Google Analytics to provide more precise campaign budget suggestions and allows the establishment of GA-based objectives, ensuring a comprehensive approach to digital advertising success. Don't miss this opportunity to elevate your ad management strategy to new heights.

SMMware consolidates numerous functionalities into a single software solution, catering to both Sales and Operations needs effectively. This streamlined approach minimizes the number of integrations required, which in turn alleviates complications and cuts down on expenses. Conventional wisdom has suggested leveraging many different services that each specialize in distinct operational facets, such as tracking hours worked. Notably, SMMware is optimized for mobile devices, whether they are smartphones or tablets, and is compatible with both iPhone and Android systems. The platform facilitates the scheduling of diverse event types, and by tagging events accordingly, it can automatically retrieve helpful details such as addresses. Furthermore, SMMware enables SMS notifications to be sent to team members whenever there are modifications to events, ensuring everyone stays informed without incurring extra costs for this capability. The software also provides multiple options for color-coding your calendar, with a highly adaptable key at the bottom that allows each 'tag' to be customized for both label and color, enhancing the user experience. In this way, SMMware not only simplifies your operations but also enhances communication and organization within your team.

eVal offers a range of complimentary data and analysis tools for peer companies, which encompass historical valuation multiples, past share price information, and detailed financial data, along with industry-specific Valuation Multiples reports tailored for investment and business valuations. Beyond just providing these analytical resources, eVal specializes in delivering precise investment and company valuations. The firm utilizes a proprietary, data-driven valuation software and platform, enabling expert evaluations tailored for valuation professionals, business proprietors, investors, and investment advisors alike. If you are seeking a business valuation as an owner, or if you are an investor in need of a private company valuation for your investment portfolio, we encourage you to reach out to us directly for assistance with our business valuation services. Additionally, our advanced outlier detection tool offers insights into the valuation multiples of peer groups, ensuring a comprehensive understanding of the market landscape. This multifaceted approach helps clients make informed decisions in their investment strategies.

Determining the value of your business has never been simpler or quicker. You can select from various valuation methods to obtain precise outcomes tailored to your needs. Our intuitive platform allows you to craft a standout presentation by highlighting your business's unique selling points effortlessly. In no time, generate persuasive investment proposal letters that can help drive significant growth. Easily track ownership stakes and manage all your resources from a centralized location. Additionally, you can assess the potential dilution for new investors with ease. Our premium business valuation software is more effective than traditional handwritten methods, streamlining the creation of professional financial documents while safeguarding sensitive information and ensuring accuracy. Just input the required data, choose the most suitable valuation approach, and receive polished, user-friendly reports in less than 30 minutes. With the equitest® Online Valuation Platform, you can swiftly prepare, analyze, and keep tabs on your business's valuation in just a few minutes, allowing you to focus on strategic decisions and growth opportunities. This comprehensive tool empowers you to stay ahead in an ever-competitive market.

An innovative cloud-based procurement platform streamlines centralized sourcing, purchasing, and offers real-time insights. The entire procure-to-pay cycle can be managed digitally, from requisitioning to receiving and payment, all within a single interface. Users can send inquiries to suppliers with ease. Comparing and assessing different offers is simple, allowing for quick approval and issuance of purchase orders. The platform also facilitates the tracking and receiving of deliveries, ensuring bills are matched and payments are authorized efficiently. With our advanced procurement analytics, you can obtain actionable insights and in-depth reports that highlight spend effectiveness and procurement efficiency, empowering you to make informed, data-driven decisions to enhance savings. Gain comprehensive visibility into all expenditures, from regularly purchased items to significant expense categories, ensuring you minimize costs while maximizing value. It also helps in pinpointing process bottlenecks and delays, which is crucial for reducing procurement lead times. By monitoring efficiency and timing at every stage of the procurement process, organizations can significantly improve their operational performance.